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8:00 am -
9:00 am
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9:00 am -
12:00 pm
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Invitation Only Closed - Door Masterclass
Secondaries Demystified – A Primer for Sellers
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The secondary market is no longer about the hunt for liquidity. Growing in popularity among strategic investors, secondaries not only offer an excellent opportunity for portfolio reallocation and management but also for opportunistic plays. This course delivers the critical details of the secondary transaction process, including preparing for market, assessing potential buyers and pricing / valuations. Highly interactive in format, this is an excellent opportunity to ask your most pressing questions and clarify any ambiguities without the pressure of commercial parties in the room.
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The Secondary Market: current conditions and transaction alternatives
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Understanding the legal requirements and avoiding the legal pitfalls
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Step by step analysis of the secondary sale process
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Portfolio management through strategic secondary transactions
Space is limited to institutional investors. To reserve a complimentary pass to this masterclass, please contact Rachelle Young at [email protected]
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12:00 pm -
1:00 pm
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1:00 pm -
1:15 pm
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1:15 pm -
2:00 pm
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Opening Panel: Demystifying Secondaries |
- Understand the motivations of LPs: how are secondary strategies evolving?
- Mapping out the buyers and the sellers
- Portfolio mix: where do secondaries fit?
- Risk perceptions and risk realities
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2:00 pm -
2:45 am
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2:45 pm -
3:15 pm
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3:15 pm -
4:30 pm
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Strategies Breakout Working Groups |
Structure
- Sessions to start with 15 Minutes of Data, Outlook or Key Trends on the specific strategy / sector
- Followed by case-study based discussions examining risks, deal flow, pricing / valuations challenges, diversification, and investment return.
Possible Areas to Cover
Venture Capital
Real Estate
Infrastructure
Small to Mid Cap
Real Estate
Emerging Markets
Direct Investments
To be considered for one of the limited number of speaking roles for secondary fund managers and service providers, please contact:
David Capobianco
+1 781 939 2635
[email protected]
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4:30 pm -
5:15 pm
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Innovations in Deal Structuring |
- Recently emerged deal structures and how they meet the needs of both buyers and sellers
- Deep dive in sample deal structures and how they came about
- Alternative secondary transactions to bridge pricing gap and address non-economic issues.
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5:15 pm -
6:00 pm
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6:00 pm
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